152 articles found within the last year.
Displaying results 1 - 20
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Morgan Stanley poaches six-member private wealth team from UBS
Morgan Stanley Private Wealth Management on Wednesday declared ... The team includes three executive directors - Maria...
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Veteran funds trio joins wealth manager
UK wealth manager St James’s Place has added ... Vivian Bazalgette, the former chief investment officer at ... Bazalgette and Dunscombe will have the job of ... The group contracts out the management of its ... Ralph, who will become full-time CIO, has experience ... Maia Capital was shut down in July, following...
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RBC Wealth expands in Dubai
RBC's corporate employee and executive services, part of ... RBC's corporate employee and executive services hired Simon ... Stirzaker and Azab will report to Julian Gardner,...
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Top-end mortgages are strictly for VIPs
To secure a big mortgage it is no ... Simon Gammon, head of Knight Frank Finance, the ... Angus Lang, director of private banking at HSBC ... Although lending channels have eased in the past ... Newly released European Central Bank data also shows ... Upmarket estate agents are feeling the effects. Trevor...
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Camilleri & Associates targets HNW clients with bespoke wealth service
Camilleri & Associates, the IFA firm, has unveiled ... The start-up will offer customised multi-asset portfolios, quarterly...
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Swiss private bank plans ‘transformational’ acquisition
EFG International, which has completed more than a ... Stressing that EFG has “stopped making smaller acquisitions, ... Such a transaction would catapult EFG into the...
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Northern Trust appoints head for Connecticut wealth business
Northern Trust has named Joanne Stringer chief of ... Stringer previously served as head of sales for...
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McCann rules out paying ‘high bid’ to lure Wall Street talent
UBS will not pay the most on Wall ... McCann said that while UBS would compensate staff...
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Commerzbank offloads Austrian wealth manager
Commerzbank on Tuesday unveiled a deal to divest ... Commerzbank on Tuesday unveiled a deal to divest ... Salzburg-based Privatinvest, which had client assets worth nearly...
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BofA unveils fund-transfer service for Merrill wealth clients
Bank of America has unveiled a new service ... The service, titled My Retirement Income, will be...
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Macquarie bolsters wealth operations with Canadian acquisition
Macquarie has acquired Canada’s Blackmont Capital, an independent ... Blackmont, which has a team of more than...
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The Top Ten Most Resilient Luxury Brands
The wealthy are still living in a material ... Claudia D’Arpizio, Milan-based partner at Bain & Co, ... London-based independent consultancy The Luxury Brand Factor has ... Where the company is listed, performance refers to ... Owner: Co-owned by Alain and Gerard Wertheimer, grandsons...
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Plutonomists to the rescue
As governments struggle to loosen liquidity lines and ... The wealthiest 1% of people in the US ... Even after falls in wealth last year, the ... Kapur, formerly global strategist at Citigroup, came up...
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Deutsche Bank Wealth Management scoops Citi managers
Deutsche Bank Private Wealth Management has hired two ... The bank confirmed the appointment of Dan ... In June Annabel Stephens joined the German bank's ... Both report to Juliet Wedderburn, head of the ... Deutsche Bank's wealth management division has gone on ... Melanie Cassoff, Nataša Williams and Beatrice Rates joined...
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Morgan Stanley Pvt Wealth Mgmt To Add 200 Brokers
Morgan Stanley Private Wealth Management, or PWM, is ... Morgan Stanley PWM, a unit of the joint ... The 700-adviser target is double what the division ... The move reflects brokerages' increasing focus on attracting ... Some major competitors in the ultra-high-net-worth arena are...
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Morgan Stanley Global Wealth Mgmt Posts 3Q Profit
A rising stock market helped Morgan Stanley Global ... However, the joint venture lost 284 advisers and ... During a third-quarter conference call with analysts, Morgan ... Several hundred Smith Barney brokers left the firm ... Kelleher said that "attrition primarily in the lower...
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Newton deputy CEO joins ex-colleagues at Veritas
The deputy chief executive of £35bn (€39bn) funds ... Mark Rayward will be responsible for the UK ... Rayward had responsibility for private clients and charities ... Rayward, who left the company this week, will ... A spokesman for Newton, which was named equity ... Jamie Korner, in charge of the charities division,...
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Well-heeled give funds a leg-up
Sales to wealthy investors pushed the total funds ... Total sums raised eclipsed the net €100bn achieved ... About 80% of purchases logged in the latest ... Bill O’Neill, portfolio strategist at Merrill Lynch Global ... Mackay said redemptions had been low, although she...
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Emerging markets to boost wealth staffing levels
Recruitment consultants believe emerging markets are likely to ... Stephen Heal, managing director of London-based wealth management ... This is due to the banks concentrating on ... Heal said about two thirds of his business’s ... The prediction follows last week’s news that about...
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Banks suffer as wealthy change their tactics
The largest banks have suffered a collapse in ... The trend, partly resulting from mistrust of banks, ... Data provider Lipper FMI said sales of funds ... Deutsche, Barclays, JP Morgan and KBC were the ... In the 2005 six-month period, a big bank ... Data supplied by Lipper FMI showed banks had...
